Special
editorial bulletin
Mercer
asset manager fee survey 2008
Mercer’s 2008 Asset Manager Fee Survey is
a biennial report analysing fee data on 19,000 asset
management products from 3,400 investment management firms.
The survey covers asset managers in a range of geographies and
across numerous products including pooled and separately
managed accounts.
Find out
more
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2009 Mercer
European Investment Forum - Save the date
Event date: 13-14 May 2009
A one and a half day conference looking at
the challenges and opportunities facing investors in these turbulent
times to be held at the Four Seasons Hotel, Dublin on 13 and 14
May
2009
Sessions will
include:
-
governance - Back to
basics!
-
industry and manager search
trends
-
client panel discussion (PowerPoint
banned!)
-
the benefits of diversification - fact or
fiction?
-
benefiting from the global economic and
financial
change
-
keynote speakers and
more...
Read more
2009
- Global - Cleantech investment issues in private equity
markets
12 February 2009
This paper focuses on cleantech investments
in the private equity market, as this is a segment that displays
unique characteristics from the opportunities that exist in the
listed market. We also discuss some of the issues surrounding
risk/return and diversification that are of paramount importance for
considering strategic allocation to cleantech via private equity.
Find
out more
Cash and
cash funds - A primer
14 January 2009
The question “What is cash?” seems straightforward enough and if
asked of the average person in the street, a simple and not an
incorrect answer would no doubt be forthcoming. However, in the
world of institutional investment, this question has become much
more complex in the last few years as institutions have moved away
from “simple” cash, such as overnight deposits with banks, to a
variety of funds, including liquidity funds, money market funds,
short-term investment funds, etc.
This primer aims to explain in more detail the nature of cash and
liquidity funds, the difference between the different types of funds
and what investors need to be aware of when considering investing in
these funds.
Read
more
Market turmoil
in DC - Where do
we go from here?
8 January 2009
In recent months there has been no getting
away from the headlines about the fall in equity markets and the
impact it has had on defined contribution (DC) pension pots.
Inevitably members have been concerned and call centres have been
inundated with enquiries from anxious members, leading to trustees
and sponsors asking what they can do. In this article we look at the
concerns of the impact of the recent market fall to see if it really
is as bad as DC members have been led to believe or whether the
headlines could potentially trigger the real damage of members
taking action and consolidating their loss. We also look at some
of the initiatives trustees and sponsors could implement to alleviate
some of these concerns both now and in the future.
Read
more
Mercer offers "carbon footprint"
analysis of client portfolios
11 November 2008
In a world that is increasingly interested in aligning economic growth
with its environmental impact, Mercer is pleased to announce that
it now has the capability, through Style Research Portfolio Analyzer
(SRPA), to provide clients with the ‘carbon footprint’ of their
portfolio/s, and compare these with the carbon footprint of a chosen
benchmark, such as the FTSE All-Share, S&P 500 or Russell 1000.
For further information on this and other responsible investment
queries, please contact either your consultant or one of the
Responsible Investment team members; contact details can be found
at the RI
team site.
Read
more
National Funds
25 November 2008
National Funds have established themselves as
large, sophisticated global financial players through their range of
investment activities across a variety of asset classes and markets,
in both advanced and emerging economies. Mercer’s services to
National Funds are based on the expertise of consultants who already
partner with National Fund organisations across the globe. The team
is responsible for leveraging Mercer’s global capabilities to meet
the
special
needs and particular circumstances of National Funds. Mercer provides specialist and tailored services across
the investment value chain to assist National Funds with
all their investment decision-making and implementations needs.
Read
more
Opportunity knocks?
27 January 2009
In our recent article on
Mercer.com, “Has the music stopped?” we suggested that the
current market dislocation may have presented long term investors with a number
of interesting, nay compelling, investment opportunities.
Read
more
The consultant's role in
responsible investment
22 January 2009
The fusion
of responsible investment (RI) investing with mainstream investing has been
and continues to be an intriguing and fascinating experience.
Read
more
US DC
22 January 2008
DC plan sponsors begin 2009 on the heels of
a bruising year – one that even veteran investment professionals are
characterizing as extraordinary. The significant decline in capital
markets coupled with extreme investment volatility, which may
continue into the New Year, raises many issues for sponsors of these retirement
plans. Looking forward in 2009, there are
numerous issues sponsors need to address when
reviewing their plans, from the plan’s governance to
the choice of low-risk investment options.
Read
more
Pension risk management
11 February 2009
Long gone are the days when plans
could be put on "auto-pilot," requiring nothing more than
an annual check to ensure that contributions were sufficient over
the long-haul. To help sponsors deal with the changes that
have taken place and to be prepared for the future,
Mercer has developed a new and innovative framework for budgeting,
monitoring and managing pension plan risk.
Read
more
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